Cs news

Wall Street strategist explains how to navigate an ’AI Bubble’

中企盈利看漲 大行唱港股續升

儘管分析普遍認為,流動性是本輪中資股升浪的主要動力,但有外資大行指出,中資股盈利表現正在改善,而且改善勢頭可望持續到明年,故此展望後市,雖然港股可能出現短暫整固,惟在企業盈利等因素支持下仍有力進一步向上,明年中之前恒指尚有約5%上升空間。 大摩料獲利動力維持至2026 恒指自年初以來已累漲三成,摩根士丹利表示,中資股今年升浪並非完全由流動性與市場情緒兩方面所推動,因為MSCI中國指數盈利亦回穩,而且盈利預測獲上調的股份,範圍也有所擴大。該行又發現,盈利增長已連續3年為MSCI中國指數回報帶來正面貢獻,這是2010年以來首次。 大摩預計,中資股盈利動力能夠維持至2026年,主因互聯網、科技、醫藥和汽車板塊均呈現盈利上調趨勢。隨着電商價格競爭於今年第三季見頂,該板塊盈利預測下調情況未來料有所緩和,整體中資股盈利遠遜預期的風險將會降低。 另一間外資行花旗亦持類似看法,花旗銀行投資策略及資產配置主管廖嘉豪觀察到,市場在8月份向下修訂了部分中資股盈利增長,主要基於內地互聯網行業爆發外賣平台戰。隨着外賣市場競爭回穩,加上很多其他中資股板塊盈利恢復增長,他相信港股盈利明年可望廣泛復甦。 花旗:大市整 Source link

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Local MP Kirsty McNeill welcomes UK’s recognition of Palestinian State

Tuesday September 23rd 2025 MP for Midlothian Kirsty McNeill Written by Midlothian View Reporter, Liam Eunson The UK has formally recognised Palestine to protect the viability of a two-state solution and create a path towards lasting peace for the Israeli and Palestinian people. The historic decision, announced alongside Canada and Australia, comes as the situation…

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Firefly Posts Widening Losses After Rocket Mishap. The Stock Is Losing Its Buzz After a Big IPO

Firefly Posts Widening Losses After Rocket Mishap. The Stock Is Losing Its Buzz After a Big IPO

Key Takeaways Firefly’s stock plunged Tuesday after the aerospace company’s first earnings report since going public last month revealed widening losses. The stock had popped on its first day of trading, but enthusiasm has waned since, with recent losses dragging the shares below their IPO price. Firefly Aerospace (FLY) shares tumbled Tuesday, a day after…

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